Lebanon has its Qana offshore gas field operated by Total Energies located adjacent to ENOGs Karish field. Don't think either side will want to create conflict here as there is no upside. |
This is uninvestable
The risk to assets production and people is just too great now
A floating Exocet missile
No one is going near it |
Why not hit the assets out at sea?
You might not even need a missile to do it. Just a few speedboats loaded with explosives. Or even jet skis modified into surface drones; that's how the Ukrainians sank a couple of Russian warships.
How on earth do you defend against that? And, looked at from Hezbollah's POV, it would be a big bang for only a limited buck. |
Haifa used as main change out port
This facility is now at risk |
Not an expert. But IMO, crazy risk level considering how appealing a target for Hezbollah this must be. What defence do the assets have against a missile strike - they must be out of range of Iron Dome etc.? And it looks like the Israeli government are hellbent on starting a major war. |
Total short positions 2.56% |
How on earth is this holding up with a full blown war imminent? |
I am getting worried today with use of ballistic missile that can reach tel aviv
so garish is well within reach. I have cut my stake. Hopefully right decision for the moment based on risk further to todays development |
Looks like it's gotten cheaper will time another top up |
Who are these new shorts appearing from their toilets? |
Taken a nibble |
And here we are at 930p despite Anchois results. |
Added circa 890p. |
Wouldn't bank on it, I've been waiting for it to recover since June x dividend. This is barely above Oct 7th lows. |
Going ex-dividend shortly. I've topped up circa 910p & will take the hit if ENOG share price drops by more than the dividend. Methinks this will quickly go back above 930p before ex-dividend. All imho dyor etc. |
Started the week pushing on 10 quid again, end it probably in the 8s with a trading update next week. |
Also looking to the potential (up to) 85p special dividend by year end. |
ENOG starting the week positively currently Up 4.03% on volume of 82000 as the Anchois drilling reaches day 7. CHAR is also Up 3.72%. |
Anchois drilling started today |
The start-up of the Cassiopea field, offshore Italy is good news.
. |
I hope and believe the current peace talks in Doha will be successful and will result in a boost in the ENOG's share price. |
real preospect of war in region will see this at new lows, too much of a risk now to the main producing asset, a real risk. |
Yes...war in Lebanon is a distinct possibility. |
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